Client Support Assistant

Hot seat recruitment
15 Mar 2019
31 Mar 2019
Contract Type
Full Time
Granite Coast is a well-established Financial Services Company, based in Cambridgeshire. They are a close-knit team, operating a niche business, providing bespoke independent financial advice to individuals.

Due to the continued success of their Client Services team, we have a brand NEW opportunity to recruit for and this time, we are looking to bring someone on board within more of a trainee-related role.

This is going to be an AMAZING opportunity for someone that’s looking to make their move into the world of Financial Services, or even for someone that’s already coming with some experience of the industry who's ready to take the next step in their career.

The main purpose of your role will be to support the Client Services team and provide a responsive and professional service to existing and prospective clients.

It’s going to be a lovely, varied position. An example of the duties and responsibilities you could expect is as follows:

* Providing a full administrative support service including photocopying, scanning and filing

* Answering the telephone and forwarding calls to the appropriate team member

* Helping your team to arrange and prepare for client meetings

* Assisting the team with producing portfolio valuations and client meeting packs

* Inputting new business information onto the system

* Dealing with ad hoc client instructions, e.g. change of address/contact details

* Maintaining accurate records of all communications with clients

* Ensuring all correspondence is scanned to the client file

* Maintaining client files and ensuring up to date client fact-find information is on the back-office system

* Assisting the team with producing client annual review documents

* Learning and understanding regulatory rules and how they apply to the advice process

We need someone highly organised with strong attention to detail and the ability to communicate well at all levels. Experience of working with in an office environment is preferred and you will be coming with MS Office knowledge (proficiency in Outlook, Word and Excel) and good use of the English language (spelling, grammar and punctuation).

If you have experience of working within Financial Services and you’ve already started your studies, then - FABULOUS!

However, we’d still love to hear from you even if you’re relatively new to the industry as you will be fully supported with training and learning opportunities as well as encouraged to undertake various qualifications and studies that will help you to progress in your career. If self-development is high on your agenda, career-wise then this is not to be missed!

If this sounds like the type of role you’re looking for and you’re ready to take your Financial Services career to the next level, get in touch TODAY

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